Institutional Services

Team Professionals

Devin C. Sullivan,Director, Institutional Services

Devin C. Sullivan, Director, Institutional Services, is responsible for developing and servicing Intercontinental’s client and consultant relationships. Mr. Sullivan has a primary focus on the public fund sector and in addition, covers a select number of foundations and endowments. In his role, Mr. Sullivan serves as the lead on 40+ institutional investor accounts in the Intercontinental Funds. 

Prior to joining Intercontinental in 2002, Mr. Sullivan was an Associate with State Street Global Advisors where he worked closely with the firm’s sales/marketing, client service, consultant relations and product management teams in order to accurately communicate investment philosophy, product offerings and organizational information to prospective investors. Prior to State Street Global Advisors, Mr. Sullivan began his career at Brown Brothers Harriman.

Mr. Sullivan earned his BA in Government from Hamilton College.

devins@intercontinental.net

Peter Hapgood,Director, Institutional Services

Peter Hapgood is responsible for establishing and maintaining Intercontinental’s client and consultant relations with a primary focus on the public fund sector. 

Prior to joining Intercontinental in 2010, Mr. Hapgood founded Public Pensions Incorporated, a public pension consulting firm that specializes in providing educational resources and services to public pension systems, organizations and related industry firms and professionals. Peter also worked as a partner in the public funds practice of Nordea Investment Management Company, and he previously served as the national director of public fund marketing for Freedom Capital Management Corporation. He began his professional career as a legislative assistant in the Massachusetts House of Representatives and later taught and coached in the Southbridge, Massachusetts, public schools. Mr. Hapgood left teaching to become the Director of Program Development for the Massachusetts Teacher’s Retirement System and ended his public service career as the Deputy Executive Director for the MTRS in 1994.

Mr. Hapgood currently serves as the educational consultant for the Florida Public Pension Trustee Association (FPPTA) and the Southern Conference on Teacher Retirement (SCTR) designing, coordinating and implementing trustee education programs for both of these organizations. His knowledge, experience and dedication to trustee education are recognized throughout the public pension industry. Peter also serves as the appointed trustee of the Southbridge, Massachusetts, Contributory Retirement System.

Mr. Hapgood earned a bachelor’s degree in Public Administration from Nichols College and earned a master’s degree in Education from American International College.

peterh@intercontinental.net

John Schmitt,Director, Institutional Services

John Schmitt, Director, Institutional Services, is responsible for establishing and maintaining Intercontinental's client and consultant relationships with a primary focus on the Taft-Hartley sector in the Tri-State area.

Prior to joining Intercontinental in 2010, Mr. Schmitt has been awarded the Security Mutual President’s Cabinet, the Million Dollar Roundtable (25 years) and Top of the Table (19 years) from the Security Mutual Life Insurance Company of New York. Mr. Schmitt has worked with Taft-Hartley union retirement funds since 1973. Prior to starting Schmitt-Sussman Enterprises, Inc., Mr. Schmitt played eleven years with the New York Jets, including winning the 1969 Super Bowl.  During his years with the Jets, he served as their Captain, received All Pro Honors for 1968-1969 and received Most Valuable Line Man Honors for 1972.  In 1974, John was traded to the Green Bay Packers and retired in 1975.

Mr. Schmitt is active with many charitable organizations and serves as a board member of several institutions, including; The Arthritis Foundation, Big Brothers & Sisters of New York, Nassau & Suffolk County Boy Scouts, Cancer Care, Cerebral Palsy Human Resource Center, Children Diabetes Foundation, Heart Association, Leukemia Society, Marty Lyons Foundation, Myasthenia Gravis Foundation, Lay Council of St. Paul's Church and Telecare.

Mr. Schmitt graduated from Hofstra University where he lettered in football, track and wrestling. During his years there he was Captain of the track and football teams receiving Little All American Honors and continues to serve on the Hofstra University Pride Club (Scholarship Club).

Bart Weinstein, CAIA,Director, Institutional Services/Research

Mr. Weinstein works closely with institutional investors and investment consultants as part of the Institutional Services team. In addition to his investor relations responsibilities, Mr. Weinstein conducts investment and economic research within the alternative markets for the firm.

Prior to joining Intercontinental in 2010, Mr. Weinstein was a Deputy Team Leader on the fixed income analytics desk at Bloomberg L.P. in New York City. While at Bloomberg, Mr. Weinstein provided fixed income analysis for financial institutions.

Mr. Weinstein earned his BA in government from Cornell University in 2007.

bartw@intercontinental.net

Sara Mancuso,Operations Manager, Institutional Services Group

As a member of the Institutional Services team, Ms. Mancuso manages the operations of the sales, service and consultant relations effort. Ms. Mancuso has direct responsibility for overseeing the internal processes relating to marketing & client communication, consultant databases, Request for Proposals (RFPs), monitoring outstanding subscription agreements and for the overall coordination of marketing and client service activity.

Prior to joining Intercontinental in 2012, Ms. Mancuso graduated with a BS from the University of New Hampshire.

saram@intercontinental.net

Matthew Harrington, CAIA,Director, Institutional Services

Matthew Harrington is a Director with the Institutional Services group responsible for developing and servicing Intercontinental's clients and consultant relationships. 

Prior to joining Intercontinental in 2014, Mr. Harrington was a Financial Analyst for the Teamsters Local 25 Health Services & Insurance Plan and an Administrator for the Teamsters Local 25 Investment Fund.  During this time, Mr. Harrington was a member of the International Foundation of Employee Benefit Plans and Massachusetts Coalition of Taft-Hartley Trust Funds. 

Mr. Harrington has been a Big Brother through the Big Brothers Big Sisters Association of Massachusetts Bay since 2011.

Mr. Harrington earned his BS from Babson College in 2009, where he was a member of both the varsity hockey and lacrosse teams. He earned his MBA from Northeastern University in 2012. 

matthewh@intercontinental.net

Jimmy Beloff,Director, Institutional Services

Mr. Beloff, Director, Institutional Services, is responsible for developing and servicing Intercontinental’s client and consultant relationships with a primary focus on Taft-Hartley and Public funds. Mr. Beloff has over 20 years of experience in both the Taft-Hartley and Public fund market and has previously been recognized as the Taft-Hartley U.S. Marketer of the Year.

 

Prior to joining Intercontinental in 2014, Mr. Beloff worked as a marketer, client service contact, and consultant to institutional asset management firms, primarily in the Taft Hartley and Public Fund sector. Mr. Beloff also worked as a consultant to United Health Care in the labor division.

 

Mr. Beloff is active in many charities such as the Leukemia Lymphoma Society, Mikva Challenge, Givens Foundation for Africa American Literature, UFCW Minority Coalition Create a Memory Foundation and Ronald McDonald house.

 

Mr. Beloff earned his degree in English with a minor in Philosophy from the University of North Dakota.

jimmyb@intercontinental.net

Kristin Phalen,Consultant Relations Officer

Ms. Phalen is a member of the Institutional Services group, with a particular focus on consultant and research analyst relationships. Ms. Phalen also supports the institutional services team with investor relations, technology management, and Request for Proposals (RFP's).

Before joining Intercontinental in 2014, Kristin worked for Boston Financial Data Services as a Senior Auditor, Project Manager and Client Relations Senior Advisor.

Ms. Phalen graduated from Bucknell University, where she earned her BA in Gender Studies and Sociology with a concentration on legal studies. She currently holds a membership with the Institute of Internal Auditors.

kristinp@intercontinental.net

Ross Vaillancourt,Consultant Relations Officer

Ross Vaillancourt is a member of the Institutional Services group, with a particular focus on developing and servicing relationships with the investment consultant community. Mr. Vaillancourt spearheads the Request for Proposals (RFP's) efforts internally and supports the Institutional Services Group from a client service perspective.

Before joining Intercontinental in 2016, Mr. Vaillancourt was a Senior Associate with Segal Rogerscasey where he worked closely with members of the research team, the consultants, and the clients. While at Segal Rogerscasey, he managed key relationships with investment managers, custodial banks, and third party administrators. Mr. Vaillancourt was responsible for attending quarterly meetings where he provided guidance on plan level performance, investment manager performance, and made recommendations on asset allocation decisions.

Mr. Vaillancourt earned his Bachelor of Arts Degree in Business Administration from Seattle Pacific University in 2006, where he was voted team captain and All-America on the varsity men’s soccer team.

rossv@intercontinental.net